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Partner Insight

Partner Insight

New regulation responsible for outsourcing boom - Architas' Bampton

Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas

clock 18 October 2018 • 2 min read

Partner Insight

Improving client outcomes

PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship

clock 16 October 2018 • 2 min read

Partner Insight

Blurred lines: PPMG's Andy Brown on why the rules are less clearly defined for multi-asset funds today

Partner Insight: Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics...

clock 14 October 2018 • 2 min read

Your profession

Take the initiative on mental health wellbeing - HSBC GAM's Brian Heyworth

Raising awareness in Mental Health Week

clock 11 October 2018 • 7 min read

Partner Insight

In conversation with advisers: plan for succession

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London to discuss how you would plan an 'exit strategy' for your business, if the situation arose.

clock 09 October 2018 • 1 min read

Partner Insight

Outsource to improve client outcomes

Partner Insight: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship

clock 09 October 2018 • 3 min read

Partner Insight

Costs are main concern when outsourcing, say advisers

Partner Insight: Over half of advisers (52%) say 'associated costs' are one of their biggest concerns if they outsource their investment management, according to a Twitter poll among Professional Adviser followers

clock 05 October 2018 • 2 min read

Partner Insight

In conversation with advisers: Going digital if your clients desire it

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss offering digital services to clients.

clock 04 October 2018 • 2 min read

Partner Insight

Feeling the pinch: UK inflation on the rise

Partner Insight: UK inflation hit a six-month high of 2.7% in September, having held steady earlier this year. The rise is not good news for consumers - slowing the recovery in spending power.

clock 02 October 2018 • 2 min read

Partner Insight

How much do you need for a comfortable retirement?

PARTNER INSIGHT: We are all living longer according to the Office for National Statistics - how can we effectively plan for our financial futures

clock 10 August 2018 • 2 min read
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